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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,273 | $106,247-67.7% | $96,515-64.5% | $139,466-75.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.55% | 38.47%-21.9pp | 35.73%-19.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,495 | $4,106-63.6% | $3,740-60.0% | $4,754-68.6% |
| Participant deferral / active EE | $2,469 | $5,456-54.7% | $4,880-49.4% | $6,712-63.2% |
| Admin fee / account holder | $1,494 | $7,885-81.1% | $6,735-77.8% | $11,409-86.9% |